Instructional videos

These short instructional videos explain the features of our payment processing tools and are great as a training pre-requisite.

Note: To download either video file, click the  symbol in the right corner of the video player toolbar.

Digital Invoices - Give your customers the ability to easily send professional invoices.

Now your small business customers can send a professional online invoice or estimate right from their online and mobile banking. Invoices are paid online via card or ACH. 

For added flexibility, small businesses can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.  

 

 

Payment Acceptance - Offer small businesses and nonprofits a way to accept online or in-app payments.

Businesses and nonprofits are provided with a unique link to their own secure payment form — which can then be shared with paying customers. Links can be sent via text or email, or even pasted into a web page. 

The payment form can also be accessed directly in-app — making it fast and convenient to accept a payment on the spot.